Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 12th, 2019

What Baby Boomers Can Do When Market Volatility Hits Near Retirement

Experts weigh in on how to balance a near retirement future with instability in the market. Read more >
Benefits & Administration
EBRI Reassesses Whether DC or DB Plans Are Better for Participants
A new Employee Benefit Research Institute (EBRI) research report compares the outcomes of participants in automatic enrollment 401(k) plans versus defined benefit (DB) plans; when reducing the rate of return assumptions and utilizing current annuity purchase prices, results show that in many cases the automatic enrollment 401(k) plans lose their comparative advantage to the stylized, final-average DB plans. Read more >
DB Plan Funded Status Rebounds in January
Stronger equity markets pushed pension funding up 2% to 3%, according to firms that monitor defined benefit plan funded status, but plan sponsors should continue to watch market volatility. Read more >
Industry Voices
How to Run the Perfect 401(k) Plan RFP
Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for proposals (RFP) process. Read more >
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Some Help for Women’s Retirement Savings Gap May Be Coming
Market Mirror

Yesterday, the Dow closed 53.22 points (0.21%) lower at 25,053.11, the NASDAQ increased 9.71 points (0.13%) to 7,307.91, and the S&P 500 was up 1.92 points (0.07%) at 2,709.80. The Russell 2000 gained 12.59 points (0.84%) to finish at 1,518.98, and the Wilshire 5000 closed 47.34 points (0.17%) higher at 28,103.92.

 

The price of the 10-year Treasury note was down 7/32, increasing its yield to 2.654%. The price of the 30-year Treasury bond decreased 13/32, bringing its yield up to 2.995%.

From the Magazine
Confronting Income Challenges
Many Americans nearing retirement don’t know how to turn their account balance into retirement income; nor do they think about realities such as how long their accumulated savings can last or how long they can expect to live. With a retirement wave building, some employers have begun thinking about whether—and how—to help retiring employees with their retirement-income challenges. Read more >
Small Talk

ON THIS DATE: In 1870, in the Utah Territory, women gained the right to vote. In 1878, Frederick W. Thayer patented the baseball catcher’s mask. In 1879, the first artificial ice rink opened in North America. It was at Madison Square Garden in New York City. In 1892, President Abraham Lincoln’s birthday was declared to be a national holiday. In 1909, the National Association for the Advancement of Colored People (NAACP) was founded. In 1915, the cornerstone of the Lincoln Memorial was laid in Washington, D.C. In 1924, President Calvin Coolidge made the first presidential political speech on radio. In 1971, James Cash (J.C.) Penney died at the age of 95. The company closed for business for one-half day as a memorial to the company’s founder. In 1973, the State of Ohio went metric, becoming the first in the U.S. to post metric distance signs. In 1973, American prisoners of war were released for the first time during the Vietnam conflict. In 1998, a U.S. federal judge declared that the presidential line-item veto was unconstitutional. In 1999, President Bill Clinton was acquitted by the Senate on two impeachment articles. The charges were perjury and obstruction of justice. In 2002, Kenneth Lay, former Enron CEO, exercised his constitutional rights and refused to testify to Congress about the collapse of Enron. In 2004, Mattel announced that “Barbie” and “Ken” were breaking up. The dolls had met on the set of their first television commercial together in 1961.

TRIVIAL PURSUITS: From where does the word “pundit” originate? Read more >
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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